John Olsen, CPA, CFE

Personal Quote

“Everything we do as CPAs, from the routine financial statements and tax returns to the most complex consulting project, is designed to help our clients. When our clients need our help, it is our job to be there and bring the ‘& More’ philosophy to life.”

Background & Experience

John has been in public accounting since 1978. He was one of the five founding shareholders of Dorfman-Robbie, CPA PC, which merged into Bonadio in September 2008. John has extensive experience in several areas, including a wide variety of health care and tax exempt organizations and closely held businesses. John has been a leader in the Firm in accounting and auditing matters.

John has always blended the traditional accounting, auditing and tax services with consulting, strategic planning and financial analysis. He is a Certified Fraud Examiner (CFE). As a CFE, John performs fraud risk analyses, fraud prevention engagements and fraud investigations.

John has provided services to far more than 100 tax exempt organizations as an auditor, accountant, consultant, Board member or volunteer.

Education

• BBA – Accounting, Siena College

Licensing & Certifications

• CPA
  • New York
  • Vermont, Vermont firm registration number 092-0048099 www.vtprofessionals.org
  • Massachusetts
• CFE (Certified Fraud Examiner)

Service Expertise

• Process improvement
• Reengineering and best practices
• Strategic planning
• Fraud risk assessments, investigation and prevention strategies

Professional and Community Service Involvement

• St. Anne Institute, First Vice President and Treasurer
• New York State Board for Public Accountancy, Chair
• Association of Certified Fraud Examiners
• National Association of State Boards of Accountancy
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants

Credits and Achievements

• Instructor
  • Rensselaer County Chamber of Commerce Leadership Institute
  • Empire State Society of Association Executives Leadership Academy
  • PKF North American Network (a national CPA firm association)

On the Personal Side

John and his wife Donna have two grown children, Mark and Danielle. Some places you might find John in his free time are:

at the game…a sports enthusiast, he enjoys a variety of sports and sport teams, including golf in small doses

on the road…traveling to almost anywhere, he is especially fond of the Adirondacks

in Alaska…the only state John has left to visit